+336.7%
COP vs TECH
+187.9%
+148.8%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.6% |
| 7D | +4.4% | +0.1% | +4.3% | +4.4% |
| 30D | 0.0% | +0.5% | -0.6% | -0.1% |
| 3M | +15.0% | +1.1% | +13.9% | +14.8% |
| 6M | +22.0% | +62.8% | -40.8% | +9.9% |
| YTD | +55.3% | +24.5% | +30.9% | +45.9% |
| 1Y | +64.1% | +20.6% | +43.5% | +55.1% |
| 3Y | +34.1% | +29.5% | +4.6% | +18.4% |
| 5Y | +133.4% | -40.9% | +174.3% | +150.2% |
| All | +336.7% | +187.9% | +148.8% | +159.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded TECH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling